Wealth can do more than support your lifestyle—it can shape the world around you. For many families, charitable giving is an essential part of their legacy. Whether it’s supporting education, health research, the arts, or your local community, generosity feels even more meaningful when it’s intentional, tax-efficient, and aligned with your broader financial goals.
At Green Group Private Wealth Management, we help high-net-worth individuals and families in Newmarket and the surrounding area turn giving into a long-term strategy. It’s not about giving more—it’s about giving smart.
Where Strategy Meets Heart
The most powerful giving comes from a place of clarity. We take your charitable goals—personal, emotional, and financial—and build them into the structure of your wealth plan. This ensures that your generosity not only creates impact but also enhances your tax efficiency, protects your assets, and supports your retirement and estate planning objectives.
Philanthropy isn’t separate from your financial life—it’s integrated into it.
Make Giving Easier With Donor-Advised Funds
Donor-advised funds (DAFs) are one of the most effective ways to streamline your giving. You can make a charitable contribution, receive immediate tax benefits, and decide later how and when to allocate funds to the causes you care about.
We help you evaluate if a DAF is right for you and ensure it works in tandem with the rest of your financial plan.
Gifting Appreciated Securities: Give More, Pay Less
If you hold appreciated investments like publicly traded stocks, donating them directly to a charity is one of the smartest ways to give. You’ll receive a charitable tax receipt for the full market value, and avoid paying capital gains tax on the appreciation.
This is charitable giving that maximizes your impact while reducing your tax burden. We manage the process for you—from identifying suitable assets to ensuring proper valuation and transfer.
Life Insurance: Extend Your Legacy Beyond a Lifetime
Life insurance isn’t only for protecting family—it can also be used to extend your charitable impact far into the future. By naming a charity as a beneficiary of a life insurance policy, you create a powerful gift that may also provide immediate tax benefits through credited premiums.
For high-net-worth individuals, this is often a cost-effective way to make a larger philanthropic contribution without affecting day-to-day cash flow.
Tax Efficiency in Every Gift
Charitable giving should never come at the expense of your financial health. That’s why we incorporate tax efficiency into every recommendation. By sequencing withdrawals, timing gifts, and using available credits, we help you:
- Reduce taxable income during high-earning years
- Offset capital gains with charitable deductions
- Plan for large lifetime gifts without financial strain
Every donation is an opportunity—not just to make a difference, but to make your plan more effective.
Why One-Time Giving Isn’t Enough
A single donation can spark change. But without a plan, it may not reach its full potential. Strategic giving ensures your generosity has structure, sustainability, and measurable impact. It allows you to:
- Support causes over the long term
- Adjust giving based on life events or market shifts
- Coordinate with estate and legacy goals
We’ll help you build a charitable roadmap that evolves with your life—and continues to make a difference even after you’re gone.
You Focus on the Why—We’ll Handle the How
Philanthropy can be deeply personal. But coordinating it across tax advisors, lawyers, and financial accounts can get complicated. That’s where we come in. At Green Group, we act as your central hub—managing all the moving parts so that your giving is smooth, strategic, and fully integrated.
You don’t have to figure out donor receipts, gifting strategies, or tax rules alone. We take care of the heavy lifting, so you can focus on what matters: making an impact.
Let’s Turn Generosity Into Legacy
Your wealth has power. When used with purpose, it can do more than grow—it can change lives. Whether you’re just beginning your charitable journey or ready to create a lasting philanthropic legacy, Green Group Private Wealth Management is here to help.
Book a meeting today to explore how your giving can become a meaningful, tax-efficient part of your long-term financial plan.